Install and set up the Dynamics 365 app for Teams

Applies to Dynamics 365 for Customer Engagement apps version 9.x

[This topic is pre-release documentation and is subject to change.]

Install the app and set up the Teams tab

  1. In Microsoft Teams, select Store.

    Select Store

  2. Search for dynamics, and then select the Dynamics 365 (Preview) tile.

    Search for and select Dynamics 365

  3. Verify that Add for you and Add to a team are both set to Yes.

    You can use Dynamics 365 for Customer Engagement apps for your own use or use on a Microsoft Teams channel to collaborate with others. If you have an existing Microsoft Teams channel, select both options. Otherwise, you can start installing for your personal use and install the app for your Teams later.

    Enable personal and team features

  4. For Add to a team, choose a team and then select Install.

    Add to team

  5. Pick a channel in Microsoft Teams to connect to a Dynamics record and then select Set up.

    Pick a channel and select Set up

  6. Select Review permissions.

    Review permissions

  7. Read through the permissions and select Accept.

    Accept permissions

  8. Select a version 9.x org and a Unified Interface app to connect, and then choose Save.

    Select org and app module

    Note

    • Only Dynamics 365 for Customer Engagement version 9.x or later organizations appear in the list. Also, only active organizations (those that are not disabled or provisioning) are displayed.
    • Only Unified Interface apps are listed.
    • Only app modules licensed for the selected organization are listed.
  9. Select an entity to connect. You can pick a recently viewed record or use search to find records. You can use Filter by to narrow the search to an entity type. Once you've picked a record, select Save.

    Select an entity

After completing the above steps, you can select a Dynamics 365 for Customer Engagement apps record to connect to the Microsoft Teams channel. For more information, see Collaborate with Teams.

Record successfully connected and pinned

For troubleshooting, see Troubleshoot Teams integration.

Set up the Dynamics 365 bot

Note

The Dynamics 365 bot for Teams is currently only available for organizations in the North American region.

Set up the bot feature to interact with Dynamics 365 for Customer Engagement apps.

  1. Find and open the Dynamics 365 bot. Open Chat on the left side of the Teams app, and then select Dynamics 365 for Customer Engagement apps.

  2. The Conversation tab opens with the welcome message sent by the bot that provides an overview of the bot’s abilities. Select Sign in.

    Sign in to the bot

  3. Select an org, and then select Next.

    If the org has multiple app modules (Sales, Marketing, Service, and so on), then you'll also select an app module.

    Select an org

    Note

    Only Dynamics 365 for Customer Engagement version 9.x or later organizations appear in the list. Also, only active organizations (those that are not disabled or provisioning) are displayed.

  4. Enter credentials and sign in.

    The Dynamics 365 bot setup is complete and some preloaded options are available for getting started.

    Bot is set up

See Use the bot for information on how you can use the bot feature to interact with Dynamics 365 for Customer Engagement apps.

Set up the personal dashboard

Set up the personal dashboard (My Dashboard) to interact with Dynamics 365 for Customer Engagement apps without involving other team members.

  1. Open the Dynamics 365 app.

    Open the Dynamics 365 for Customer Engagement appsapp

  2. Select a version 9.x org and a Unified Interface app to connect with Dynamics 365 for Customer Engagement apps, and then choose Save Changes.

    Select org and app module

    Note

    • Only Dynamics 365 for Customer Engagement version 9.x or later organizations appear in the list. Also, only active organizations (those that are not disabled or provisioning) are displayed.
    • Only Unified Interface apps are listed.
    • Only app modules licensed for the selected organization are listed.
  3. Select the My Dashboard tab.

See Use the personal dashboard for information on how you can use My Dashboard.

For Dynamics 365 for Customer Engagement admins: enable Microsoft Teams integration Preview features

Because this is a preview feature, you can control whether to display Teams integration in Dynamics 365 for Customer Engagement apps. For Teams integration in Customer Engagement apps, the Customer Engagement apps admin should enable the following setting.

Note

This setting is currently only available for organizations in the North American region.

  1. Sign in as a System administrator to Dynamics 365 for Customer Engagement apps.

  2. Go to Settings > Administration > System Settings > Previews tab.

  3. Enable Microsoft Teams Integration Preview.

    Enable preview settings

When Microsoft Teams Integration Preview is enabled, the Collaborate button appears on records in Dynamics 365 for Customer Engagement apps so you can see the connected team channel. In addition, in the Documents tab, files synchronized with Teams will appear.

If not enabled, users can still connect Dynamics 365 for Customer Engagement apps records to Microsoft Teams but the related Microsoft Teams channel and document do not appear in Dynamics 365 for Customer Engagement apps.

See also

Troubleshoot Teams integration